Vinay Panchal Email & Phone Number

Canada

Vancouver, British Columbia, Canada

Vancouver, Canada Area

Sandpiper is a private equity firm focused on investing in real estate through direct property investments and securities.▪ Responsible for managing the trade execution of equity and derivatives transactions for Sandpiper's public securities investments

Vancouver, Canada Area

Canaccord Genuity is one of the the largest independent wealth management firms within Canada. Responsibilities Included:▪ Worked alongside a team of 14 investment professionals, one of the largest fully discretionary based groups in Canada, with $1.5 billion AUM - both corporate and private client assets. ▪ Responsible for the business development process of prospecting new clients while maintaining a strong relationship with the current pipeline

Vancouver, Canada Area

I was given the unique opportunity to be one of the first student interns at RBC Wealth Management, Estate & Trust Services.Responsibilities Included:▪ Constructed an asset valuation report for 35 different clients with a total of C $50mm in multi-asset class investments, with the purpose of applying to BC Probate▪ Prepared letters of direction for asset collection, trust distribution models and fee schedules by utilizing financial data▪ Contacted various… Show more I was given the unique opportunity to be one of the first student interns at RBC Wealth Management, Estate & Trust Services.Responsibilities Included:▪ Constructed an asset valuation report for 35 different clients with a total of C $50mm in multi-asset class investments, with the purpose of applying to BC Probate▪ Prepared letters of direction for asset collection, trust distribution models and fee schedules by utilizing financial data▪ Contacted various external financial institutions to obtain the required client information for effective estate settlement▪ Met all required target dates with 100% performance standards to ensure key deliverables were achieved for several teams Show less

TD Canada Trust is one of Canada’s largest customer-focused banks. It offers financial services and products to more than 11 million customers in the personal, small business, and commercial banking sector.Responsibilities Included:▪ Exceeded sales objective in Q1 by 102% and ranked 2nd place among CSRs in Q2 by identifying sales opportunities with TD products and services▪ Helped the branch achieve 1st place in the district in customer experience by utilizing effective… Show more TD Canada Trust is one of Canada’s largest customer-focused banks. It offers financial services and products to more than 11 million customers in the personal, small business, and commercial banking sector.Responsibilities Included:▪ Exceeded sales objective in Q1 by 102% and ranked 2nd place among CSRs in Q2 by identifying sales opportunities with TD products and services▪ Helped the branch achieve 1st place in the district in customer experience by utilizing effective communication and building client relationships on the front-line▪ Efficiently resolved customer concerns by following problem resolution procedures and prioritizing the customer’s needs with due diligence Show less

Student-run consulting program that provides pro-bono consulting services to non-profit organizations that positively impact the local community socially, economically, and/or environmentally.Responsibilities Included:▪ Responsible for overlooking marketing strategies, assisting in the management of teams and client relations▪ Mitigated the client’s business problems by delivering high quality and feasible recommendations supported with company, industry and competitor… Show more Student-run consulting program that provides pro-bono consulting services to non-profit organizations that positively impact the local community socially, economically, and/or environmentally.Responsibilities Included:▪ Responsible for overlooking marketing strategies, assisting in the management of teams and client relations▪ Mitigated the client’s business problems by delivering high quality and feasible recommendations supported with company, industry and competitor analyses▪ Created innovative marketing campaigns by utilizing various social media platforms and promotional material which generated a 200% increase in audience engagement Show less

A class of 36 students working alongside the Canadian Cancer Society by organizing and executing various events to raise over $26,000 for cancer research. Responsibilities Included:Bank Account and Donations Management:▪ Set up signing authority and security measures ▪ Record and deposit all cash donations into the bank account regularly Personal Claims/Expenses:▪ Facilitate the personal claims procedure using the personal claims formReporting:▪… Show more A class of 36 students working alongside the Canadian Cancer Society by organizing and executing various events to raise over $26,000 for cancer research. Responsibilities Included:Bank Account and Donations Management:▪ Set up signing authority and security measures ▪ Record and deposit all cash donations into the bank account regularly Personal Claims/Expenses:▪ Facilitate the personal claims procedure using the personal claims formReporting:▪ Consolidate every team’s most updated donation numbers (cash/online) and report to professor and the class on a weekly basis ▪ Provide the graphic designer with the most updated numbers of donations to all functions of cancer research so that they can create a donations summary slide Show less